+25.2%
ABNB vs ES
+3.2%
+21.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.4% | -3.2% |
| 7D | +2.7% | +0.1% | +2.6% | +2.6% |
| 30D | +10.8% | +6.7% | +4.1% | +9.9% |
| 3M | -2.1% | +0.3% | -2.4% | -2.2% |
| 6M | +32.2% | +7.4% | +24.8% | +31.0% |
| YTD | +33.5% | +8.4% | +25.1% | +32.0% |
| 1Y | +47.8% | +0.6% | +47.2% | +47.2% |
| 3Y | +53.3% | +50.6% | +2.7% | +44.6% |
| 5Y | -5.5% | +4.8% | -10.3% | -6.7% |
| All | +25.2% | +3.2% | +21.9% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ES.
Daily Out/Under-Performance
Portfolio return minus ES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ES return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ES wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling